BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
•CIK: 1851395•Filing: Q4 2025
**BARON SILVER STEVENS FINANCIAL ADVISORS, LLC** manages $693M across a diversified portfolio of 132 holdings. The strategy exhibits a strong core allocation to broad market indices, evidenced by top positions including IVV ($59.5M) and IWF ($54.8M). Significant exposure is maintained across sector and factor tilts, with notable weights in VTV ($50.8M) and VTI ($49.5M). The portfolio balances domestic equity exposure with fixed income allocations, holding $27.0M in AGG and $27.0M in BND.
Total AUM
$692.9M
QoQ Performance
+1.4%
Positions
87
Top 10 Concentration
56.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IWF
VTV
VTI
VIG
AGG
IVV8.6%
IWF7.9%
VTV7.3%
VTI7.1%
VIG5.6%
AGG5.6%
BND3.9%
IJH3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.8%
ETF11.1%
Technology4.4%
Financial1.5%
Consumer1.2%
Healthcare0.8%
Consumer Staples0.3%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW6 new positions
↑48 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023